Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Hong is a registered representative with Eagle Strategies LLC. Steven has been in the industry since June 1999. Steven holds several securities licenses including Series 6, 7, 63, 65 and 24. Steven is currently registered with the state of California as an Investment Advisor Representative and a Broker-Dealer. Steven's firm is based in New York City and is an active member of FINRA.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
09/24/2009 - Present
Eagle Strategies LLC (NEW YORK NY)
NY
09/24/2003 - 04/20/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
WA
10/05/1994 - 06/30/1998
WM FUND SERVICES, INC. (SEATTLE WA)
CA
02/23/1994 - 09/06/1994
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
IA
Issued 09/22/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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